Our Skills

Taxes

Our accounting capabilities aid client firms in identifying tax advantages for both the corporation and their executives. For the numerous executives who are adversely affected by a combination of high individual rates, changes in the Alternative Minimum Tax ("AMT"), the phase out of personal exemptions and other IRS considerations, Heritage can design tax-advantaged plans. Concurrently, Heritage can use our extensive knowledge of IRS laws and new executive benefits legislation to identify strategies that offer tax-deductions, reduce current taxable compensation and/or provide exemption from IRS reporting and disclosure requirements for the sponsoring corporation.

Investments

Our expertise in Cash Flow Planning allows us to create programs that are cost-effective for the corporate sponsor and financially advantageous for key executives. Heritage can create plans that facilitate an executive's ability to accumulate capital through a combination of company-sponsored deferred compensation, personal pre-tax savings and investment planning programs while offering valuable, long-term benefits to the sponsoring corporation at a reasonable cost.

Benefits

Our skill in designing customized executive benefits offers the flexibility to fulfill key executives' needs while meeting the company's financial goals. We understand the corporation's need to attract, retain and reward key management as well as the requirement that these benefits be cost-effective and easy to establish and administer. The plans we create effectively provide valued employees with a vested interest in the corporation, are designed to be easily understood by all relevant parties and help give the sponsoring corporation a competitive edge in recruiting and retaining talented executives.